Financial Consulting Supervisor - Family Office

We provide accounting, technology, and consulting services to family offices, family enterprises, and other complex ownership structures, including investment entities, trusts, foundations, and operating businesses. In other words, we serve as an extension of our clients' accounting and finance functions. In addition, you will have the ability to learn and efficiently use our best-in-class cloud-based technology stack.

We operate in a team-based environment and have a proven track record of delivering exceptional value to our clients. The key attributes that will make someone successful in this role include:

• Collaborative team player with an interest in expanding beyond traditional tax work into a broader family office consulting role
• Strong ability to prioritize, focus, and manage multiple client responsibilities and deadlines in a dynamic, multi-tasking environment.
• Professional presentation, sound judgment, and strong communication skills, as contact with clients and their advisers will be extensive
• Curiosity and commitment to continuous learning, including best practices in accounting, investments, tax-related reporting, and family office operations
• Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition), AI (Artificial Intelligence), and accounting bots

Responsibilities:
This is a hands-on position that requires experience supporting private clients, investment entities, and complex ownership structures. Duties include:

• Serve as a key point of contact for clients and their advisors, supporting accounting, reporting, tax-related information requests, and other family office needs
• Lead, manage, and coach global team members, including client service representatives, associates, and senior associates
• Support clients' period-end close processes across multiple legal entities, including reviewing journal entries, account reconciliations, intercompany activity, partnership allocations, capital account activity, and investment and capital-related transactions
• Review financial statements, management reports, and investment-related reporting across multiple entities, including entity-level and consolidated reporting, period-over-period variance analysis, and/or actual-to-budget analysis
• Identify opportunities to enhance client service delivery, strengthen relationships, and expand services while improving operational efficiencies, internal controls, and reporting processes
• Utilize and promote emerging technologies, automation tools, AI-enabled solutions, and other components of the firm's technology stack to drive efficiencies across accounting, reporting, and period-end close processes
• Define and document repeatable methodologies, procedures, and templates that can be leveraged across client engagements
• Assist with engagement budgeting and resource planning, while monitoring project progress, timelines, and overall engagement performance
• Participate in assessments, implementations, and onboarding activities for new clients, including understanding legal entity structures, investment holdings, reporting requirements, and key service-provider relationships
• Collaborate with tax, investment, legal, and other advisors to support the delivery of integrated family office services
• Participate in business development activities, prospective client meetings, and proposal processes, including family office and family enterprise opportunities

Required Qualifications:

• Bachelor's degree in Accounting or Finance
• Excellent written and oral communication skills, including the ability to communicate proactively and handle confidential financial information with discretion
• Strong analytical, decision-making, organizational, and time-management skills, with the ability to independently manage multiple client priorities in a dynamic, fast-paced environment
• Experience supporting private clients and/or high-net-worth individuals
• Strong understanding of U.S. federal and state income tax principles as they relate to high-net-worth individuals, trusts, partnerships, and investment entities
• Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.)

Preferred Qualifications:

• Exposure to investment accounting, partnership allocations, investment entities, and complex ownership structures
• Experience preparing and reviewing accounting write-up work and financial statements
• Experience with automated accounting and reporting systems (e.g., Sage Intacct, NetSuite, BlackLine, Ramp, BILL, etc.); experience with Addepar or Masttro preferred but not required
• CPA preferred but not required

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $85,100 - $161,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.